See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,841 | $40,256-8.5% | $57,343-35.8% | $59,632-38.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.22% | 27.49%-29.7pp | 24.39%-26.6pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,026 | $1,922+5.4% | $2,689-24.7% | $2,203-8.0% |
| Participant deferral / active EE | $3,806 | $2,399+58.6% | $3,162+20.3% | $3,192+19.2% |
| Admin fee / account holder | $736 | $2,818-73.9% | $3,356-78.1% | $4,297-82.9% |